Edit benefits and minimum amounts for a recognition level

1. On the record of the recognition program, select the Recognition Levels tab.

2. Under Recognition levels, select the name of the level to edit. The record of the recognition level page appears.

3. To edit the benefits that constituents at the recognition level receive:

   1. Select the Benefits tab.

   2. On the action bar, select Edit. The Edit benefits screen appears. For information about items on this screen, see Edit Benefits Screen.

   3. In the Benefit column, search for and select the benefits associated with the level.

   4. Select Save. You return to the Benefits tab.

4. To edit the minimum recognition amounts for the level:

   1. Select the Minimum Recognition Amounts tab.

   2. Under Minimum recognition amounts, select the amount to edit and select Edit. The Edit recognition minimum amount screen appears. The items on this screen are the same as the Edit a Recognition Level screen. For more information about the items on this screen, see Add and Edit a Recognition Level Screen.

   3. Enter the minimum amount recognized at the level.

   4. If you select Use separate minimum amount for planned giving revenue in the recognition criteria for the program, enter the future minimum amount of planned gifts recognized at the level.

      Tip: If you require different minimum amounts for transactions and planned gifts, enter the different requirements in the Minimum recognition amount and Planned giving amount fields. For example, you may require a minimum amount of $40,000 in transactions for recognition at the Gold level. However, you may require a minimum amount of $100,000 from a planned gift for recognition at the Gold level.

   5. For a future minimum amount, in the Effective date field, select the date to begin use of the amount.

   6. Select Save. You return to the Minimum Amounts tab.